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An Interesting Forecast for Interest Rates
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"While inflation expectations do influence long rates, as lenders demand a higher return to compensate for the loss of purchasing power, we don’t think the logic supporting the outlook for rising rates holds. From a high level, markets often go against the consensus and do what few anticipate."
Fisher Investments Editorial Staff , Fisher Investments MarketMinder, March 17, 2017
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Reality May Soon Overtake Post-Election Equity Rally
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The reality of politics collides with the optimism of the campaign
Oppenheimer Funds, February 28, 2017 , Krishna Memani, Chief Investment Officer
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Positive Feedback Loop
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"Good luck being bearish on humans for any extended period of time."
Jared Dillian , Mauldin Economics, The 10th Man, March 16, 2017
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Stock Market Provides Imperfect View of Real U.S. Economy
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"The stock market—through measures such as the Standard & Poor’s 500—is often thought to be an economic bellwether. However, market volatility compromises the reliability of such indexes."
Economic Letter, Federal Reserve Bank of Dallas, May 2016 , Julieta Yung
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A Possible Leadership Rotation in 2017?
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"While investor sentiment has been slow to warm in America in this bull market, Europe (and, specifically, the eurozone) is even further behind."
Fisher Investments MarketMinder, March 1, 2017 , Fisher Investments Editorial Staff
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Fake News: Yellow Ain't Mellow
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Fake news isn’t new. It was around over 100 years ago. Back then, they called it “Yellow Journalism.”
Fisher Investments MarketMinder, March 2, 2017 , Michael Hanson
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...on the Inflation Paradox
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Dhaval Joshi, The Inflation Paradox, BCA Research, Feb 23, 2017
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Benjamin Harrison and the Terrible Tariff
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"The Smoot-Hawley Act of 1930 is blamed for intensifying the Great Depression, and the lesser-known McKinley Tariff of 1890 provides an instructive lesson on how protectionist policies can impact the stock market and politics."
Global Financial Data, January 25th 2017 , Dr. Brian Taylor
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The FOMC policy rate projections versus reality
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FRB-St. Louis, Jan. 12, 2017 , James Bullard
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They say nothing beats a home-cooked meal
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Comparing price inflation of food at home and away from home
The FRED® Blog, February 2, 2017 , Christian Zimmermann
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